Latest Institutional Transactions on Ft Cboe Vest S&P 500 Dividend (KNG)
This table provides information on the latest institutional transactions involving Ft Cboe Vest S&P 500 Dividend (KNG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.8K- 24.33% |
$89.8K - $97.8K
|
5.58K
$283K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
43+ 4.64% |
$2.15K - $2.34K
|
970
$49.2K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.03K- 11.84% |
$102K - $111K
|
15.1K
$767K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.65K+ 10.54% |
$382K - $417K
|
80.2K
$4.07M
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-30.3K- 42.77% |
$1.52M - $1.65M
|
40.6K
$2.06M
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.89KNew |
$95.2K - $101K
|
1.89K
$95.9K
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.47KNew |
$73.9K - $78.4K
|
1.47K
$74.4K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.1K+ 4.29% |
$55.5K - $58.9K
|
26.8K
$1.36M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.2KNew |
$516K - $548K
|
10.2K
$519K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
546+ 6.31% |
$27.5K - $29.2K
|
9.19K
$467K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
592+ 15.77% |
$29.8K - $31.7K
|
4.35K
$221K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.05% |
$101 - $107
|
4.01K
$203K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-492- 7.22% |
$24.8K - $26.3K
|
6.33K
$321K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.29K- 59.47% |
$115K - $122K
|
1.56K
$79.2K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.81KNew |
$293K - $311K
|
5.81K
$295K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.75K- 74.47% |
$88.2K - $93.6K
|
600
$30.5K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
702New |
$35.4K - $37.6K
|
702
$35.6K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
770K+ 1097.05% |
$38.8M - $41.2M
|
841K
$42.7M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
462New |
$23.3K - $24.7K
|
462
$23.4K
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
442+ 3.35% |
$22.3K - $23.6K
|
13.6K
$691K
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
4KNew |
$202K - $214K
|
4K
$203K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.43K+ 75.11% |
$173K - $184K
|
8K
$406K
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1K+ 1.63% |
$50.4K - $53.5K
|
62.5K
$3.17M
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
185New |
$9.32K - $9.9K
|
185
$9.39K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-28- 33.33% |
$1.41K - $1.5K
|
56
$2.84K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-91- 0.45% |
$4.59K - $4.87K
|
20.2K
$1.02M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.52K+ 10.25% |
$329K - $349K
|
70.2K
$3.56M
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
8New |
$403 - $428
|
8
$406
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
540+ 5.5% |
$27.2K - $28.9K
|
10.4K
$526K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.1KNew |
$55.6K - $59K
|
1.1K
$56K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.24K+ 6051.35% |
$113K - $120K
|
2.28K
$116K
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-20- 10.81% |
$1.01K - $1.07K
|
165
$8.37K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.35K+ 870.0% |
$219K - $233K
|
4.85K
$246K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.23K- 24.05% |
$62.2K - $66K
|
3.9K
$198K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
22+ 2.15% |
$1.11K - $1.18K
|
1.04K
$53K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
835+ 6958.33% |
$42.1K - $44.7K
|
847
$43K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.44K+ 1603.95% |
$123K - $130K
|
2.59K
$131K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
117New |
$5.9K - $6.26K
|
117
$5.94K
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
132New |
$6.65K - $7.06K
|
132
$6.7K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
151+ 43.27% |
$7.63K - $8.11K
|
500
$25.4K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.1KNew |
$1.12M - $1.19M
|
22.1K
$1.12M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20New |
$1.01K - $1.07K
|
20
$1.02K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
398KNew |
$20.1M - $21.4M
|
398K
$20.2M
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.4KNew |
$70.7K - $75.2K
|
1.4K
$71.1K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
27KNew |
$1.36M - $1.45M
|
27K
$1.37M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
212New |
$10.7K - $11.4K
|
212
$10.8K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
110K+ 82.1% |
$5.57M - $5.93M
|
245K
$12.4M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
142K+ 45.27% |
$7.18M - $7.64M
|
456K
$23.2M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-500- 10.99% |
$25.3K - $26.9K
|
4.05K
$206K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-26- 96.3% |
$1.31K - $1.4K
|
1
$50.8
|